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Mary Jeanne Thompson is a financial advisor at Buttonwood Financial Advisors, Inc.. Mary Jeanne has been in the industry for over 12 years and is a Certified Financial Planner. Mary Jeanne is registered in 11 states including California, District of Columbia, Florida, Georgia, Illinois, Maryland, New Hampshire, New York, Pennsylvania, Texas and Virginia. Mary Jeanne works with high-net-worth individuals, charitable organizations, and corporations or other businesses. Mary Jeanne's firm provides financial planning, portfolio management for individuals, and educational seminars. Mary Jeanne is also co-founder and board chair of a non-profit organization that provides resources and services to adults 50+ to transition into and throughout the second-half of their lives with meaning and purpose.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
04/30/2024 - Present
Buttonwood Financial Advisors, Inc. (BALTIMORE MD)
Active
Inactive
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